See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,025 | $103,376-26.5% | $87,100-12.7% | $152,861-50.3% |
| Participation rate | 78.3% | 79.3%-1.1pp | 76.9%+1.4pp | 82.4%-4.2pp |
| Annual return | 24.44% | 28.10%-3.7pp | 28.19%-3.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $186 | $3,220-94.2% | $2,521-92.6% | $4,762-96.1% |
| Participant deferral / active EE | $4,379 | $4,778-8.4% | $4,049+8.2% | $5,850-25.2% |
| Admin fee / account holder | $5,657 | $12,205-53.6% | $7,497-24.5% | $11,596-51.2% |